Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 726 | 466,105,384 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA U.S. SMALL CAP EQUITY ETF | ETF | 1201 | $1,049 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EDITAS MEDICINE INC COM | Stock | 1202 | $1,031 | 139 | 0.00 | 0.00 | -40 | -22.35 | 03-31-2024 |
| BIGBEAR AI HLDGS INC COM | Stock | 1203 | $1,025 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR HIGH YIELD OPPRT 2027 COM | CEF | 1204 | $1,018 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
